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CLE - Probate & Gdn. Section - The Golden Age Rush at SPYC
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CLE - Probate & Gdn. Section - The Golden Age Rush at SPYC

9/25/2012

When: Tuesday, September 25, 2012
12:00 to 1:00 PM
Where: St. Petersburg Yacht Club
11 Central Avenue
Waterfront Room
St. Petersburg, Florida  
Contact:
727-823-7474

Registration Information
Online registration is closed.
Details
The St. Petersburg Bar
Probate & Guardianship Section presents
 
The Golden Age Rush
Boomer Adults and Wealth Management
What keeps the attention of entrepreneurs, marketers, bankers, and other professionals? 77 million baby boomers turning 60. Bringing their 21st century picks and axes in hope of striking gold, professionals are focusing on product at the expense of solutions for older adults. What does the aging adult truly want from her advisor or financial institution? How do current approaches to risk limit effective services? What type of professional of the future does a person need to be to address this clientele? How do current solutions have the unintended consequence of loss of clients?
Featuring: Keith Klovee-Smith
Wells Fargo, Sr. V.P. and National Manager of Elder Services
Tuesday, September 25, 2012 ~ Noon
St. Petersburg Yacht Club - Waterfront Room
11 Central Avenue, St. Petersburg, FL 33701
 
Sponsored by:
 
 
Cost; $25.00 St. Pete Bar Members & Member Staff
           $35.00 All others
 
CLICK HERE to download a registration form or register on the link above.
 
Approved for 1 hr. General CLE Credit . All costs include CLE, materials & lunch.
 
You do not have to be a member of the section to attend. Members can join the section by contacting the St. Pete Bar at 727-823-7474 or e-mail: info@stpetebar.com. For more information or to be a speaker at an upcoming meeting contact the co-chairs of the Probate & Guardinaship, Kira B. Doyle, 727-537-6818 or kira@kdlawpa.com or Melissa Spangler, 727-898-1181 or mspangler@fisher-wilsey-law.com.

*Please note: Meeting rooms are subject to change periodically at the SPYC. If you cannot find us in the assigned room then please check the marquee or with yacht club staff. Thank you
 
 
 

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10/24/2014
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